Discovery Call

Service Description

The discovery call is the first step toward us working with your firm. It is a brief call or video meeting that we use to ensure we will be a good fit. During the call we will speak about your needs, how your firm operates, and cover a few onboarding items. After the call we will be all set to begin work!

Cancellation Policy

Bookings can be cancelled up to 1 day in advance for a full refund. If a booking is canceled with less than a 24 hr. notice a 25% cancelation fee will be charged to the refund amount.

Contact Details